Morgan Stanley
XLG icon

Morgan Stanley’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Morgan Stanley’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$391M Sell
6,378,648
-127,730
-2% -$7.8M 0.02% 682
2026
Q1 		$355M Sell
6,506,378
-471,231
-7% -$27.1M 0.02% 675
2025
Q4 		$414M Buy
6,977,609
+144,276
+2% +$8.48M 0.02% 603
2025
Q3 		$393M Buy
6,833,333
+209,095
+3% +$11.4M 0.02% 612
2025
Q2 		$345M Sell
6,624,238
-517,599
-7% -$24.6M 0.02% 632
2025
Q1 		$329M Buy
7,141,837
+171,426
+2% +$8.46M 0.02% 625
2024
Q4 		$348M Buy
6,970,411
+1,286,326
+23% +$63.3M 0.02% 604
2024
Q3 		$270M Buy
5,684,085
+383,521
+7% +$17.6M 0.02% 694
2024
Q2 		$243M Buy
5,300,564
+1,207,385
+29% +$51.8M 0.02% 711
2024
Q1 		$172M Sell
4,093,179
-3,885,995
-49% -$156M 0.01% 871
2023
Q4 		$301M Buy
7,979,174
+4,900,150
+159% +$175M 0.01% 912
2023
Q3 		$105M Buy
3,079,024
+555,094
+22% +$19.5M 0.01% 1028
2023
Q2 		$88.3M Buy
2,523,930
+369,100
+17% +$12M 0.01% 1168
2023
Q1 		$66.9M Buy
2,154,830
+127,840
+6% +$3.75M 0.01% 1304
2022
Q4 		$55.9M Sell
2,026,990
-187,300
-8% -$5.28M 0.01% 1406
2022
Q3 		$59.6M Sell
2,214,290
-127,170
-5% -$3.84M 0.01% 1194
2022
Q2 		$67.1M Sell
2,341,460
-74,580
-3% -$2.32M 0.01% 1181
2022
Q1 		$84.9M Buy
2,416,040
+442,230
+22% +$15.2M 0.01% 966
2021
Q4 		$72.9M Buy
1,973,810
+22,930
+1% +$817K 0.01% 1093
2021
Q3 		$64.4M Buy
1,950,880
+104,190
+6% +$3.53M 0.01% 1125
2021
Q2 		$60.1M Buy
1,846,690
+68,900
+4% +$2.16M 0.01% 1178
2021
Q1 		$52.7M Sell
1,777,790
-102,400
-5% -$2.98M 0.01% 1139
2020
Q4 		$53.6M Buy
1,880,190
+175,560
+10% +$4.78M 0.01% 1050
2020
Q3 		$44.7M Buy
1,704,630
+66,770
+4% +$1.72M 0.01% 962
2020
Q2 		$39M Buy
1,637,860
+285,910
+21% +$6.39M 0.01% 971
2020
Q1 		$26.4M Buy
1,351,950
+69,930
+5% +$1.58M 0.01% 1097
2019
Q4 		$29.9M Buy
1,282,020
+55,460
+5% +$1.23M 0.01% 1305
2019
Q3 		$26.1M Sell
1,226,560
-28,480
-2% -$604K 0.01% 1293
2019
Q2 		$26.3M Sell
1,255,040
-143,820
-10% -$2.98M 0.01% 1277
2019
Q1 		$28.4M Sell
1,398,860
-144,180
-9% -$2.8M 0.01% 1189
2018
Q4 		$27.7M Buy
1,543,040
+75,360
+5% +$1.46M 0.01% 1190
2018
Q3 		$30.7M Buy
1,467,680
+33,260
+2% +$679K 0.01% 1304
2018
Q2 		$27.6M Sell
1,434,420
-762,090
-35% -$14.6M 0.01% 1344
2018
Q1 		$41M Sell
2,196,510
-113,880
-5% -$2.22M 0.01% 1044
2017
Q4 		$43.9M Sell
2,310,390
-31,840
-1% -$589K 0.01% 1040
2017
Q3 		$41.7M Buy
2,342,230
+59,900
+3% +$1.05M 0.01% 1014
2017
Q2 		$39.1M Sell
2,282,330
-64,800
-3% -$1.1M 0.01% 1045
2017
Q1 		$39.2M Buy
2,347,130
+11,650
+0.5% +$191K 0.01% 1060
2016
Q4 		$36.8M Sell
2,335,480
-109,150
-4% -$1.68M 0.01% 1065
2016
Q3 		$37.3M Buy
2,444,630
+533,720
+28% +$8.15M 0.01% 1027
2016
Q2 		$28.2M Sell
1,910,910
-301,830
-14% -$4.42M 0.01% 1153
2016
Q1 		$32.2M Sell
2,212,740
-227,410
-9% -$3.16M 0.01% 1013
2015
Q4 		$35.3M Buy
2,440,150
+710,510
+41% +$10.3M 0.01% 1009
2015
Q3 		$23M Buy
1,729,640
+159,250
+10% +$2.23M 0.01% 1267
2015
Q2 		$22.2M Sell
1,570,390
-2,740
-0.2% -$39.5K 0.01% 1404
2015
Q1 		$22.1M Sell
1,573,130
-1,545,350
-50% -$21.9M 0.01% 1381
2014
Q4 		$44.2M Buy
3,118,480
+178,410
+6% +$2.5M 0.02% 927
2014
Q3 		$40.6M Sell
2,940,070
-92,190
-3% -$1.27M 0.02% 934
2014
Q2 		$40.9M Buy
3,032,260
+20,600
+0.7% +$272K 0.02% 909
2014
Q1 		$39.1M Sell
3,011,660
-507,560
-14% -$6.48M 0.02% 893
2013
Q4 		$45.7M Sell
3,519,220
-657,830
-16% -$8.16M 0.02% 788
2013
Q3 		$49M Sell
4,177,050
-421,200
-9% -$4.97M 0.02% 700
2013
Q2 		$52.3M Buy
+4,598,250
New +$52.8M 0.03% 623

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley's XLG Position: Q2 2026 in Review

Morgan Stanley reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2% in Q2 2026, selling an estimated $7.8M and leaving 6,378,648 shares worth $391M. The position accounts for 0.02% of the portfolio, ranked #682.

Morgan Stanley first reported a position in XLG in Q2 2013 and has held it in 53 quarters since. The position peaked at $414M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Morgan Stanley held 6,378,648 shares of Invesco S&P 500 Top 50 ETF worth $391M as of Q2 2026.
  • Morgan Stanley sold 127,730 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $7.8M.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #682 holding.
  • Morgan Stanley first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's Invesco S&P 500 Top 50 ETF position peaked at $414M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.